Strategic and Value tier clients now have a secure, read‑only view of their financial and tax picture, refreshed monthly with each close. There’s no password to remember: enter your email on the sign‑in page and we’ll send you a secure sign‑in link.
Don’t have dashboard access yet, or need something the dashboard doesn’t cover? Email the team and we’ll take care of you the same day. Document sharing and e‑signatures are still on the way through separate tools; we’ll let you know as each comes online.
A note on security: we never ask for passwords, Social Security numbers, or account numbers over email. Sensitive documents move only through the secure channels we set up together.
